Ask Dana! Eight Important Year End Reminders for 2021
The clock is ticking! With the end of the year approaching, here are some important financial planning and tax reminders to consider...
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- Oct 13, 2021
A Closer Look at Biden’s Tax Change Proposals
Nearly one year into the Biden administration, the White House is looking to make big changes to tax rates and regulations, with many...
- Oct 6, 2021
Delta Variant Signals the Pandemic’s Continued Grip
The highly transmissible delta variant grabbed headlines during the third quarter. Figure 1 shows the number of daily new confirmed Covid-19
- Sep 22, 2021
The Backdoor Strategy to a Smarter Retirement: The Pros, Cons, & Opportunities of Backdoor Roth IRAs
Backdoor Roth IRAs offer a unique investment opportunity to high-income earners looking for long-term financial planning.
- Aug 30, 2021
Why You Might Need A Registered Life Planner: An Interview with Managing Partner, Dana Mascalo
Listen to the latest episode of Maggie Germano's Money Circle podcast; ‘Why You Might Need A Registered Life Planner’, featuring TrinityPoin
- Aug 23, 2021
Congratulations to Michele Martin, CFP®
We’re pleased to announce that Michele Martin has earned the distinguished Certified Financial Planner (CFP)® designation from the...
- Aug 10, 2021
PEPs and Your Business: Is It The Right Move For You?
For most people, one of the marks of a good, sustainable job is a robust retirement plan that they receive from their employer. After...
- Aug 3, 2021
TrinityPoint Wealth earns a spot on FA Magazine’s 2021 RIA Ranking
Milford, CT August 3, 2021: TrinityPoint Wealth, LLC has been recognized in Financial Advisor (FA) Magazine’s RIA Ranking list — coming...
- Jul 15, 2021
A Forward-Thinking Approach to Early Retirement: 4 Fundamental Tips for Laying Out the Right Path
The last year and a half inspired a wave of personal reflection, career re-assessments, and an overall restructuring of lives. For many...
- Jul 14, 2021
Lift Retirement: News & Information for Employees
• CARES Act Deadlines: What Plan Sponsors Need to Know and Do • SEPs, MEPs and PEPs • Why Now is the Perfect Time to Review Your...
- Jul 6, 2021
Economic Rebound Continues as Economy Reopens
Second Quarter Recap & Third Quarter Outlook The reopening pace accelerated during the second quarter. Rising vaccination rates allowed...
- Jul 1, 2021
Ask Dana! Experiencing an Abundance of Cash? Here Are Six Ideas
Lately, we have been hearing more and more positive financial updates from clients who find themselves with extra cash on hand. In some...
- Jun 16, 2021
A Primer on Charitable Giving Strategies: Everything to Know
Not only is giving back an honorable notion, but it’s also a choice that will help many people live better lives. While donating to a...
- May 13, 2021
Why Working with Financial Planning Experts is Essential
Expert financial planners solve problems by helping clients manage their money and develop their long-term financial goals.
- May 4, 2021
Ask Dana! A Column Where Personal Finance and Life Intersect
Hi Dana: I’m divorced. Would you help me understand what social security benefits are available for divorced spouses, and any important...
- Apr 20, 2021
5 Reasons to Rethink Financial Wellness
Employees are worried about their finances. They worry about them in the evenings, on weekends and during working hours. Plus, with the...
- Apr 12, 2021
Pandemic Passes One-Year Anniversary Mark
First Quarter 2021 Recap & Second Quarter Outlook One-year after the pandemic first struck, the U.S. is making positive progress in...
- Apr 7, 2021
Employee Stock Option Plans: Your Essential Guide
Employee satisfaction is crucial for any company to thrive and succeed. Happy employees don’t just work hard; they’re loyal to your...
- Mar 16, 2021
Which Retirement Planning Options Are Right for Your Employees?
If you want to be able to attract talented employees to your company, you need a comprehensive benefits package. As such, it is essential...
- Mar 11, 2021
Ask Dana! Through the AGES
As seen in Natural Nutmeg Magazine https://naturalnutmeg.com/ask-dana-through-the-ages/ From the day we are born to the day we pass on,...
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